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Private Advisory Group’s IBM IBM Stock Holding History

Private Advisory Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,010
Closed -$299K – 304
2025
Q4 		$299K Buy
+1,010
New +$302K 0.02% 201
2025
Q3 		– Sell
-1,012
Closed -$298K – 230
2025
Q2 		$298K Sell
1,012
-238
-19% -$61.3K 0.03% 177
2025
Q1 		$311K Buy
1,250
+245
+24% +$59.9K 0.03% 166
2024
Q4 		$221K Buy
+1,005
New +$224K 0.02% 199
2024
Q3 		– Sell
-33,006
Closed -$5.71M – 208
2024
Q2 		$5.71M Buy
33,006
+3,336
+11% +$580K 0.74% 32
2024
Q1 		$5.67M Buy
29,670
+22,394
+308% +$4.09M 0.81% 35
2023
Q4 		$1.19M Sell
7,276
-3
-0% -$453 0.21% 92
2023
Q3 		$1.02M Sell
7,279
-219
-3% -$31.2K 0.2% 94
2023
Q2 		$1M Sell
7,498
-775
-9% -$100K 0.2% 100
2023
Q1 		$1.08M Sell
8,273
-2,987
-27% -$400K 0.23% 83
2022
Q4 		$1.59M Sell
11,260
-43
-0.4% -$5.93K 0.35% 70
2022
Q3 		$1.34M Sell
11,303
-22,592
-67% -$2.96M 0.31% 77
2022
Q2 		$4.79M Sell
33,895
-612
-2% -$82.6K 1.08% 32
2022
Q1 		$4.49M Buy
+34,507
New +$4.5M 0.88% 35
2021
Q4 		– Sell
-34,628
Closed -$4.6M – 158
2021
Q3 		$4.6M Sell
34,628
-3,353
-9% -$448K 1.12% 28
2021
Q2 		$5.32M Buy
37,981
+2,111
+6% +$289K 1.34% 24
2021
Q1 		$4.57M Buy
+35,870
New +$4.29M 1.31% 25

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Advisory Group's IBM Position: Q1 2026 in Review

Private Advisory Group sold out of IBM (IBM) in Q1 2026, closing a stake of 1,010 shares — an estimated $299K sold.

Private Advisory Group first reported a position in IBM in Q1 2021 and held it in 17 quarters. The position peaked at $5.71M in Q2 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Private Advisory Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Private Advisory Group sold 1,010 IBM shares in Q1 2026, an estimated $299K.
  • Private Advisory Group first reported a position in IBM in Q1 2021 and held it in 17 quarters.
  • Private Advisory Group's IBM position peaked at $5.71M in Q2 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.